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Back貿聯-KY 10月衝破100億元 創單月歷史新高
貿聯-KY 10月衝破100億元 創單月歷史新高
NEWS
自由时报39 minutes agoBusiness2 min readChinaView translation

貿聯-KY 10月衝破100億元 創單月歷史新高

貿聯-KY 10月營收達118.46億元,年增80%,並積極布局 AI 資料中心高速互連技術及軍用線纜市場。

Quick Look

線束大廠貿聯-KY受惠於AI基礎設施與半導體設備需求,10月營收首度突破百億元大關,達118.46億元。公司正積極布局CPO、NPO及CPC等高速互連技術,並擴大軍用線纜與工業自動化市場版圖。

AI-generated summary

Why It Matters

貿聯-KY透過併購Interplex Datacom擴大營運規模,並持續投入AI資料中心互連技術研發。

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線束大廠貿聯-KY(3665)受惠於AI基礎設施及先進半導體製造領域的投資需求延續,帶動高效能運算(HPC)及半導體資本設備業務維持強勁動能,加上併購Interplex Datacom擴大業績規模,單月營收首次突破百億元大關,管理層依舊看好未來前景。

貿聯-KY在訂單出貨暢旺之下,10月營收118.46億元,月增26.9%、年增80%,今年前10個月營收累計為838.11億元、年增44.44%;管理層現已在多項事業上取得進展,包括攜手德國高頻連接技術廠Rosenberger打造共同封裝銅互連(CPC)系統,並同步布局448G高速銅纜及近封裝光學(NPO)、共同封裝光學(CPO)相關互連方案。

貿聯-KY已加入Open CPX多源協議聯盟(MSA),參與下一代人工智慧(AI)資料中心高速互連技術發展,聚焦共同封裝光學(CPO)、近封裝光學(NPO)及共同封裝銅互連(CPC)三大領域,並投入工程資源與互連技術專業,推動高密度、開放式及具互通性的光學與銅纜互連標準。

此外,貿聯-KY 旗下法國機器人解決方案事業已加入法國工業機器人產業網絡Réseau 3R,將與當地機器人系統整合商、技術專家及服務供應商深化合作,結合既有機器人線纜管理、感測器及程式設計等技術能力,拓展工業自動化市場合作機會。

貿聯-KY同步深化軍用佈局、鎖定艦艇線纜,位於德國及加拿大的生產據點皆取得英國國防標準Defence Standard 61-12正式型式認證,進一步強化跨大西洋軍用線纜供應體系,旗下NavalLine系列產品已應用於德國、以色列、南非、希臘、土耳其及韓國等6國潛艦。

Open Questions

  • 未來併購效益是否能持續支撐高成長率?

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This article was originally published by 自由时报.

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